Review summary

ADL Estate Planning Ltd is exceptionally well-rated by customers. Customers particularly appreciate service and professional.

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Based on reviews, created with AI

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kK

kostas Kapelas

5 out of 5 stars
They really love and know what they do!

I used ADL to plan my estate after watching one of their colleagues give a fantastic presentation at a local business networking group. He explained how much money people overpay in taxes by failing to plan their estate correctly. After my initial consultation with Mohammad and his thorough explanation, I was sure they were the right people/company to plan my estate. They were very polite and patient, and most importantly, they ensured that my wife and I understood every bit of the process and why everything was required. All in all, I am very happy with ADL's service. I have already recommended them to others and will continue to do so. Thank you once more.

P

Pam

5 out of 5 stars
excellent professional service

Mohammed certainly knows his stuff. He put us at ease straightaway. Talked us through all the technical legal jargon so that we could understand it at our level. He is very knowledgeable in all aspects of Estate Planning, IHT etc. I would have no hesitation in referring any of our friends to him.

H

Harvey

5 out of 5 stars
Have to reiterate what other clients…

Have to reiterate what other clients have already said. Mohammad is extremely personable. He meticulously goes through all aspects in order to formulate the correct will for the individual. He welcomed our layman's questions and answered them in full. Very quick to respond to our emails. He is obviously a Workaholic, as some replies were deep into the evening. A man at the very top of his game. No hesitation in recommending him to anyone seeking a watertight Will. Harvey & Pamela

BB

Bhawna Brennan

5 out of 5 stars
Mohammad was an absolute Legend

Mohammad was an absolute star. He clearly has all round knowledge from Tax , IHT , investments, Trusts and wills. Mohammad took time to listen and understand my needs and proposed bespoke solutions to fit my requirements. Unlike some free 30 minute consultation his session was not rushed and I didn’t feel pressured to make any decisions. It was very obvious from the contents of the discussion that Mohammad expertise in Wealth Management would benefit any client especially those with complex needs as he makes things very simple and has a great ability to think on his feet. Thank you

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All reviews

62 total • Write a review

Showing 21 - 30 of 58 reviews
A
5 out of 5 stars

No hesitation in recommending to ANYONE

Mohammed has been advising myself, my family members, my friends and their families for quite a few years now. He has consistently been my go-to person whenever I’m in any situation needing some financial guidance and advice and he has always delivered. He always takes the time to patiently help me make an informed decision, and I am so very grateful for that and the support he’s provided through some nerve-wracking times! (Thank you again Mohammed) He’s helped my family members and my friends’ family members with their businesses as well as personal financial matters, and I know how much he has helped them with financial processes and decisions which they have benefited from. He has become a well-respected name amongst our families and just as I have recommended him to my own siblings, I would highly recommend him to anyone.

Date of experience: June 6, 2020

EM
5 out of 5 stars

Exceptional Service

Mohammad provided us with exceptional advice and service. He is extremely knowledgeable with regard to trust and estate planning. He listened to our needs and put in place arrangements that suited us for both personal and business matters. He is personable, professional, empathetic and patient and goes out of his way to make sure that he answers questions thoroughly. Can’t recommend ADL enough. Thank you Mohammad!

Date of experience: May 26, 2020

SM
5 out of 5 stars

Brilliant advice

Brilliant advice, things are so much clearer. Always so patient with me. Thank you!

Date of experience: May 20, 2020

TA
5 out of 5 stars

Professional customised services.

Professional customised services.

Date of experience: May 15, 2020

c
5 out of 5 stars

Great experience with ADL

Great experience with ADL, would highly recommend!

Date of experience: February 9, 2020

R

Rob

US

5 out of 5 stars

Technically excellent, empathetic and personable advice.

Mo has been a delight to work with. He is Extremely knowledgeable about his subject of IHT, but also how this technically fits into the bigger picture and wider wealth planning. Even more importantly than that, Mo is extremely personable; this means he gets to know his clients, and what makes them tick. This makes his advice much more powerful and worthwhile to clients, who buy into their estate plan and own it, as it designed in collaboration with them. This is powerful combination of technical expertise and personable, empathetic advice, is Mo’s speciality.

Date of experience: November 14, 2019

K
5 out of 5 stars

A genuinely professional service

Mohammad is well qualified and knowledgable with regard to Trusts and Estate Planning. He is able to identify sympathetically with clients and uses his know-how in practical examples. Clients like him - he is straightforward, empathetic and patient. Behind the scenes he is meticulous and efficient. I am very pleased to have made his acquaintance and would have no hesitation in recommending him to those who want a truly professional approach for their clients.

Date of experience: October 11, 2019

D

Del

US

5 out of 5 stars

Dying this process Mo has been

Dying this process Mo has been professional, patient and informative . We , the family , are very happy to anticipate our long term relationship with Mo .

Date of experience: October 4, 2019

AH
5 out of 5 stars

Excellent Knowledge and service

We have a great business to business relationship with ADL Estate Planning, an excellent resource for us and they are the first company to come to mind when we have clients with complex intergenerational planning needs. Keep up the great work. Richmond Premier Independent Mortgage Broker

Date of experience: August 24, 2019

AG
5 out of 5 stars

A very professional service

A very professional service which left me confident that all eventualities had been considered and all bases had been covered. At all points I was kept well informed and was regularly consulted to ensure I had a thorough understanding of all matters.

Date of experience: August 21, 2019

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